Proactive Planning Toolkit

Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.

Compare the tax efficiency and planning strategies for various tax asset classes with this helpful chart prepared by Bob Keebler.

This chart by Bob Keebler highlights the top tax ideas for 2021 along with presenting reasons to consider a Roth IRA Conversion.

This chart from Bob Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.

This chart provided by Bob Keebler covers key draw down concepts, strategies, and asset classes provided in an easy to reference document.

This chart by Bob Keebler gives an overview of generation skipping transfer tax issues, the usage of the Dynasty Trusts, and reviews automatic allocation rules.

Use this chart to understand the rules and planning strategies for the 3.8% Net investment Income Tax (NIIT).

Bob Keebler explains the 3.8% Net Investment Income Tax (NIIT) for individuals, charitable remainder trusts, and charitable lead trusts in this chart.

Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.

Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.

Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.

Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.

This informative chart from Bob Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.

The Bracket Management Chart by Bob Keebler contains impactful bracket management ideas, checklists, tax brackets and illustrative examples.

This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.

If you’re looking for a simple illustration that gives you all the important 2021 numbers in one easy to use document, this chart is for you.

If you’re looking for a tool to help with understanding §199A Qualified Business Income, this chart is for you.

With inherited IRA distributions now required to be paid out over ten years, you will want to consider whether the owner’s IRA should be payable to a trust.

Steve Oshins provides four useful charts to help you help your clients plan including the domestic asset protection trust state rankings, dynasty trust state rankings, trust decanting state rankings, and the non-grantor trust state income tax chart.

Use this resource as a reference library of deep technical financial and estate planning content written in simple terms to guide you with advising your clients.

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, choice of business form and succession planning.

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, choice of business form and succession planning.

This volume provides valuable insights into Estate topics like asset protection, portability and tax, financial and estate planning for the 99%.

Robert Keebler, CPA/PFS, explains why it’s important to go down the path of beginning fiduciary income tax planning now.

Robert Keebler, CPA/PFS, provides a summary of the latest income tax proposals being considered by Congress.

Robert Keebler, CPA/PFS, takes you through the ins and outs of the proposed retirement changes

Hear an overview from Robert Keebler, CPA/PFS, of the changes that could be coming to the estate and gift tax in 2022.

Hear from Steve Siegel, JD, on his top five reasons for converting to a Roth this year.

Learn from Robert Keebler, CPA/PFS, about the newly released tax proposals to be debated by Congress.

Steven Siegel, JD, LLM, discusses the advantages of SLATs in today’s environment.

Marty Shenkman, JD and Bob Keebler, CPA/PFS, MST discuss new developments for clients with estate administration in process.

Robert Keebler, CPA/PFS, explains everything you need to know about planning with large IRAs in 2021 and beyond.

Robert Keebler, CPA/PFS, explains President Biden’s recent tax proposal.

Mark Klein, JD, and Lauren Minch, CPA, CFA shares what you need to be considering with state taxation.

Jonathan Blattmachr, Bob Keebler, and Marty Shenkman shares details of the latest proposals coming out of Washington.

Listen to Bob Keebler, CPA/PFS, discuss the significant changes that may be coming soon to taxes.

Bob Keebler, CPA/PFS, gets you up to speed with SECURE Act planning.

Bob Keebler, CPA/PFS, gets you up to speed on the latest estate planning proposals coming out of Congress.

Bob Keebler, CPA/PFS, gets you up to speed on major changes that could be on the way for estate, gift, and trust planning.

Bob Keebler, CPA/PFS, shares all the details you need on the latest government pandemic aid..

In this final episode of important planning strategies in 2021 5-part series, Bob Keebler, CPA/PFS, discusses savvy planning techniques to be aware of as tax changes are looming. The entire series covered what you need to be on the lookout for given potential changes to the income and estate tax landscapes.

Dr. McClanahan provides an update of how COVID has affected the delivery of financial planning services, emergency planning, insurance and estate planning.

Bob Keebler, CPA/PFS, explains the benefits of Roth conversions in the current environment.

Lyle Benson, Michael Goodman, Scott Sprinkle & Sue Stevens discuss how their firms have changed as a result of COVID-19, and best ideas for success in 2021.

Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly.

Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.